There are 5 possible roles on TravelPerk: Traveler, Admin, Analyst, Guest, and Travel Manager.
What can travelers do?
This role is meant for those who will mainly be booking and managing trips for themselves.
β
Travelers can search and book trips on TravelPerk in line with any company travel policy.
β
Travelers can book trips for themselves or others in the company.
β Travelers cannot see other people's trips or change company settings.
Find out more: Have a look at our guide Getting started for Travelers.
What can admins do?
This role is meant for those who will be overseeing and managing travel policies, expenses, and bookings.
β
In addition to the traveler permissions, admins have full access to your company account on TravelPerk and can modify your plan, add or remove add-ons, enable or disable integrations, etc.
β
Admins can manage company settings, including setting travel policies, approval processes, and payment options.
β
Admins can invite new people to join the company account.
β
Admins can approve trips.
β
Admins can see all trips made by anyone in the company.
β
Admins can view and download invoices.
β
Admins can use the reporting page to track spending.
Find out more: Have a look at our guide Getting started for Admins.
What can analysts do?
This role is meant for those who need full access to your company reporting and invoices on TravelPerk.
β
Analysts have all travelers permissions.
β
Analysts can see and download reports from the reporting page.
β
Analyst can see and download invoices from the invoices page.
β Analysts cannot change any company settings.
What can guests do?
This role is meant for those who can book their own trips, but can't see or manage any company-sensitive information.
It is mandatory for guests that all trips need approvals. The approver will be able to amend any trip-related information if required.
β
Guests can search and book trips on TravelPerk in line with any company travel policy.
β
Guests can book trips for themselves but not others in the company.
β Guests cannot see other people's trips or change company settings.
Find out more: Have a look at our guide Inviting guests to TravelPerk.
What can Travel Managers do?
This role is meant for those who will be booking and managing trips for other travelers (eg. C-level travelers), but wonβt be able to change any of the account settings (eg. company plan, enabled integrations and add-ons, etc.).
β
Travel Managers can book on behalf of others.
β
Travel Managers can skip approval when booking a trip on behalf.
β
Travel Managers can see and edit trips of the travelers that they manage.
π‘ Travel Managers can edit other people's profiles (travel document, loyalty points, etc.), but cannot modify their role or account settings.
β Travel managers cannot approve on behalf of other - but they can skip approval when booking on behalf (the approver receives a notification).
β Travel Managers cannot manage company settings, including setting travel policies, approval processes, and payment options.
β Travel Managers cannot create new users, nor invite new people to join the company account.
Find out more: Have a look at our article on How to set up the Travel Manager role, and at our guide "Getting started for Travel Managers".